Services – Salesforce Optimisation

Services – Salesforce Optimisation

Transform Salesforce into a High-Performing Revenue Flow

Unlock Scalable Growth with RevOps Automated

Salesforce CRM Consultancy | Salesforce RevOps Experts | Salesforce Solutions Partner

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We help scaling B2B and B2C companies achieve a state of Flow where every system, process, and person in your go-to-market motion moves in sync. Flow isn’t just about automation or dashboards. It’s the effortless movement of revenue through every stage of your customer journey. From strategy to implementation, we turn your Salesforce CRM into a RevOps engine that accelerates growth, improves attribution, and maximises lifetime value.

We help scaling B2B and B2C companies achieve a state of Flow where every system, process, and person in your go-to-market motion moves in sync. Flow isn’t just about automation or dashboards. It’s the effortless movement of revenue through every stage of your customer journey. From strategy to implementation, we turn your Salesforce CRM into a RevOps engine that accelerates growth, improves attribution, and maximises lifetime value.

Get My Salesforce Transformation Strategy Roadmap

Book a discovery call. Meet with a RevOps Stratgeist to see how we can optimise your revenue flow across the Salesforce ecosystem

What "Flow" Feels Like on Salesforce

Flow is clarity. Flow is alignment. Flow is growth without friction.

When your Salesforce CRM is truly optimised:

Every lead is qualified and routed instantly

Every lead is qualified and routed instantly

Every lead is qualified and routed instantly

Marketing and sales operate from a shared truth

Marketing and sales operate from a shared truth

Marketing and sales operate from a shared truth

Attribution flows from first touch to renewal

Attribution flows from first touch to renewal

Attribution flows from first touch to renewal

Reports update in real time

Reports update in real time

Reports update in real time

Your GTM team moves with focus, speed, and confidence

Your GTM team moves with focus, speed, and confidence

Your GTM team moves with focus, speed, and confidence

Clients say it feels like "turning the lights on." We call it achieving Flow.

Why Salesforce has You Feeling Stuck

When you're not in Flow, friction slows everything down:

✔ Disconnected systems

✔ Data silos

✔ Pipeline blind spots

✔ Unclear attribution

✔ Manual workarounds

✔ Sales and marketing misalignment

You don't need more tools—you need connected systems that create Flow. That's what we deliver with Salesforce RevOps.

Your flow isn’t broken. It’s blocked. Our Revenue Operations consultancy helps you clear the path.

Our Salesforce Services

Marketing Cloud / Account Engage Optimisation + Sales Cloud Optimisation

Service Cloud Optimisation +CPQ / Revenue Cloud

Salesforce Enablement & Automation + Salesforce + Tech Stack Integration

01

  1. Lead Gen & Nurture
01
Marketing Cloud / Account Engage Optimisation

Marketing Cloud / Account Engage Optimisation

Create Flow between demand generation and pipeline with optimised lead capture, campaigns, and lifecycle management.

Proven campaigns and automations that generate demand and convert it.

Create Flow between demand generation and pipeline with optimised lead capture, campaigns, and lifecycle management.

02

  1. Lead Gen & Nurture
02
Sales Cloud Optimisation

Sales Cloud Optimisation

Enable Flow across your sales process with smarter routing, automated sequences, and lifecycle-aligned pipelines.

Proven campaigns and automations that generate demand and convert it.

Enable Flow across your sales process with smarter routing, automated sequences, and lifecycle-aligned pipelines.

03

  1. Close More Deals

Service Cloud Optimisation

Support post-sale Flow with automation, ticketing pipelines, customer onboarding, and proactive renewal systems.

Forecast-ready sales process aligned to your ideal customer and buying journey.

04

  1. Close More Deals

CPQ / Revenue Cloud

Restore Flow in your CPQ and Revenue Systems with a full audit, cleanup, and scalable revenue architecture.

Forecast-ready sales process aligned to your ideal customer and buying journey.

05

  1. Customer Onboarding
05
AI Enablement

AI Enablement

Accelerate Flow with AI-backed tools for content, forecasting, lead prioritisation, and revenue intelligence.

Sales-to-service handoff systems that activate customers faster.

Accelerate Flow with AI-backed tools for content, forecasting, lead prioritisation, and revenue intelligence.

06

  1. Customer Onboarding
06
Attribution & Reporting Setup

Attribution & Reporting Setup

Unlock Flow in decision-making with real-time dashboards, CAC:LTV tracking, and funnel forecasting.

Sales-to-service handoff systems that activate customers faster.

Unlock Flow in decision-making with real-time dashboards, CAC:LTV tracking, and funnel forecasting.

07

  1. Revenue Expansion
03
Service Cloud Optimisation

Salesforce Enablement & Automation

Create Flow in every workflow—training, automation, and change management built for adoption.

Account growth playbook to drive upsell, cross-sell, and renewals.

Support post-sale Flow with automation, ticketing pipelines, customer onboarding, and proactive renewal systems.

08

  1. Revenue Expansion
04 CPQ / Revenue Cloud

Salesforce + Tech Stack Integration

Integrate for Flow across your stack—from Jira and Stripe to custom APIs and data syncs

Account growth playbook to drive upsell, cross-sell, and renewals.

Restore Flow in your CPQ and Revenue Systems with a full audit, cleanup, and scalable revenue architecture.

96%

Decrease in erroneous false-positives in large data sets.

62%

Decrease in erroneous false-positives in large data sets.

07
Salesforce Enablement & Automation

Create Flow in every workflow—training, automation, and change management built for adoption.

Create Flow in every workflow—training, automation, and change management built for adoption.

08
Salesforce + Tech Stack Integration

Integrate for Flow across your stack—from Jira and Stripe to custom APIs and data syncs

Integrate for Flow across your stack—from Jira and Stripe to custom APIs and data syncs

A Complete Revenue Bowtie Solution for Salesforce

The Salesforce RevOps Maturity Model

Where are you with your Revenue Operations journey on Salesforce?

01

Level 1: Reactive

 Disjointed systems. No Flow. Everything feels manual.

02

Level 2: Organised

Lifecycle basics in place, but still fragmented Flow.

03

Level 3: Integrated

HubSpot becomes your single source of truth. Flow starts to show.

04

Level 4: Predictive

Forecasts improve. Attribution flows across the funnel.

05

Level 5: Strategic

Your revenue engine is in full Flow—connected, compounding, and self-improving.

We help clients unlock each level, one Flow milestone at a time.

RevOps Automated Technology Alliances

We integrate with and optimise the most powerful GTM tools in the world. As a certified Salesforce Integration Partner, HubSpot Implementation agency, and AI partner, we build systems that scale.

Platforms we integrate:

What Clients Are Saying

“RevOps Automated helped me take a step back and see where my GTM operations were stuck. The clarity and momentum they created across systems, people and processes was unlike anything I’ve seen. They’re my first call when a portfolio company is stuck between strategy and scale.”

Devina, Fractional COO & Founder, London COO Roundtable

A Complete Revenue Bowtie Solution

Awareness

Education

Selection

Onboard

Impact

Growth

Ready to get your go-to-market motion into flow with Salesforce?

Let’s walk through your Salesforce and see how RevOps Automated can optimise your Salesforce for growth.

Not ready to talk yet?

Start with a self-audit of your current GTM and Salesforce systems performance.

Take our quick, expert-designed questionnaire and receive your Salesforce Scalability Score, a baseline snapshot of how well your business is set up to scale revenue, efficiency, and customer success

Use it to:

  • Benchmark where you are today

  • Prioritise where to improve

  • Track progress once we’re working together